Fall Direct Incentives

suppose in theory they could add WH anytime, right?
Yes. And they have before, just this summer they added an incremental offer for CFW mid-cycle.
It’s not on any of them. The per point discount is higher than last cycle but less than magical beginnings and the per point incentive over summer
These offers look more like the ones from the late 2010s-early 2020s. The last couple years has been them throwing things at the wall to see what moved the needle. Apparently the answer was nothing.
 

Wait, who cares about Magical Beginnings? You guys know you can just like... rent those points out for $20 and it's the exact same thing, except when you rent the points out the person on the other end isn't going to tell the IRS about it.
 
Wait, who cares about Magical Beginnings? You guys know you can just like... rent those points out for $20 and it's the exact same thing, except when you rent the points out the person on the other end isn't going to tell the IRS about it.
I believe there are no tax consequences for MB. I believe it's considered a rebate--like a coupon. You aren't getting paid. You're just getting a discount.
 
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These incentives are similar to what I expected with the opening sale of a high interest property like the Island Tower. It is smart on Disney's end to capture higher prices from the fanatics who will buy at any price. The interest in cash rooms at the tower should be solid for the foreseeable future decreasing the urgency to offload points. I am happy I locked in my RIV pricing with the $1000 Visa offer in August.

I have to believe that Disney isn't offering magical beginnings because they are forecasting lower overall hotel/parks occupancy over the next year and want to maintain higher DVC occupancy to make up for it. MB is a rebate and isn't taxed. A rental exchange whether it is through a broker or to a friend technically should be disclosed when filing taxes. Thus the advantage of MB.
 
These incentives are similar to what I expected with the opening sale of a high interest property like the Island Tower. It is smart on Disney's end to capture higher prices from the fanatics who will buy at any price. The interest in cash rooms at the tower should be solid for the foreseeable future decreasing the urgency to offload points. I am happy I locked in my RIV pricing with the $1000 Visa offer in August.

I have to believe that Disney isn't offering magical beginnings because they are forecasting lower overall hotel/parks occupancy over the next year and want to maintain higher DVC occupancy to make up for it. MB is a rebate and isn't taxed. A rental exchange whether it is through a broker or to a friend technically should be disclosed when filing taxes. Thus the advantage of MB.
Agree - especially given the winter/spring AP discounts released.
 
This is all a bit anticlimactic. What shall we discuss now?!
They’re going to build a DVC in the Epcot parking lot (near the Seas), outside of MK overlooking Jungle Cruise, in the BCV parking lot, or where the CR south garden wing is today, depending who you believe.

So those are some fun discussion topics.

Too bad we’ll probably have to wait until 2030+ to see who guesses right.
 
My guess is decent Riv incentives will come back at some point in the next few quarters. I expect they just didn't want to take attention away from Poly for this round.
If Poly sales stall out after two or three weeks--which I think it will--expect some surprise Black Friday or Flash Sale in late November. After the cabins and the mention (of poor DVC performance) on an earnings call, I fully expect DVD to be overly conscious to meet and exceed sales goals in the new fiscal year. And this round of incentives--except for those who would've bought the Tower no matter what--aren't going to do much.
 
If Poly sales stall out after two or three weeks--which I think it will--expect some surprise Black Friday or Flash Sale in late November. After the cabins and the mention (of poor DVC performance) on an earnings call, I fully expect DVD to be overly conscious to meet and exceed sales goals in the new fiscal year. And this round of incentives--except for those who would've bought the Tower no matter what--aren't going to do much.
Unless Poly sold crazy today….or they purposely pricing it high to keep the rooms for cash
 
Another question for the group…

So I put in for a RIV contact last week for 160….I have 40 pts resale VGF. Also have another 100 pt resale contract at BLT. I think I’d like to be at 300 points for now.

Should I sell the VFG and get 40 more RIV points to gets me to that next discount at 200 points? The money to sell the VFG and acquire the additional RIV would be a wash.

Pros or Cons … besides the resale restrictions.
 















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